INTERN: FINANCIAL ADVISOR

Recruiter:

HR Genie

Job Ref:

6324 EW INTERNF

Date posted:

Friday, November 15, 2024

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Assessment of client financial needs and circumstances.

POSITION INFO:

A year internship as financial advisor.

Qualifications:

3-year Finance-related degree (preferably B.Com Finance)

Experience:

No experience required

Duties include but are not limited to:

Undertake highly technical analytical work.
Assessment of client financial needs and circumstances.
Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
Keep up to date with product information.
Preparing investment-, retirement-, estate-, and long term risk proposals.
Public speaking and presentations
Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.

Similar jobs you might be interested in:

INTERN: FINANCIAL ADVISOR
Location: Bellville
Salary: Market related
Assessment of client financial needs and circumstances.
5 days ago

INTERN: FINANCIAL ADVISOR
Location: Bellville
Salary: Market related
Assessment of client financial needs and circumstances.
21 days ago

Finance Manager Intern
Location: Cape Town
Salary: 274000 Annually
Seeking a driven Finance intern ready to boost manufacturing efficiency and optimize costs!
21 days ago

FINANCIAL ADVISOR: FIXED SALARY
Location: Bellville
Salary: Market related
The Wealth Manager is responsible for servicing existing clients and supporting Wealth Planners.
2 days ago

Quality Control Administrator
Location: Cape Town
Salary: 35000 Monthly
Leading Asset Management company, based in Cape Town, is seeking a Quality Control Administrator to join their team. The Quality Control team is responsible for the quality checking of client instructions (forms) against established product and business rules before submitting those instructions for ultimate processing.
9 days ago

Partnership Director â Western Cape
Location: Cape Town
Salary: Monthly
Our client in the financial Services industry based in Western Cape is currently looking to employ a Partnership Director.
22 days ago

Financial Manager
Location: Cape Town
Salary: 62500 Monthly
Our client a financial Manager to join their team. The purpose of the role will be to manage the daily finance operations of several legal entities within a group structure and to provide strategic input into the company's strategic and operational financial plans. The incumbent will be the strategic financial advisor to the Company and be overall accountable for financial management, including mo...
22 days ago

Financial Advisor
Location: Capetown
Salary: R200 000 Per Annum
Elevate Your Career as a financial advisor: Inspire, Advise, Succeed!
22 days ago

Administrative Associate
Location: Somerset West, Western Cape
Salary: R300 000 Per Annum
Join Our Team as an Engaging Administrative Associate in financial Planning!
22 days ago

Wealth Advisor
Location: Stellenbosch
Salary:
Empowering Your Wealth; Securing Your Legacy.
23 days ago

INTERN: FINANCIAL ADVISOR

Similar jobs you might be interested in:

Jobseekers

Recruiter

General